Lisset Padron is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held positions at various fitness and wellness businesses, including Richardson Fit Body Boot Camp and Rock Steady Boxing Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Michael Carrizales is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he assists clients and their families with wealth growth and protection, investment decision-making, and simplifying financial matters. Prior to this, he worked as a Financial Consultant at TD Ameritrade from 2008 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael's personal interests include fishing, fitness, football, golf, and soccer.

John McCarthy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Lockton and Ameriprise, as well as periods of full-time education. He is based in Westlake, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

John Killough is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Pride Technologies LLC, Trimont Real Estate Advisors, and Midland Loan Services. Outside of his advisory work, he manages a portfolio of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a broad range of advisory programs and a nationwide network of over 23,700 financial advisors.

Ivanna Tomashchuk is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and fund-of-funds.

Sara Stoll is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Sewell Automotive Companies for eight years. Sara is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Thomas Harris is a CFP® professional with 20 years of industry experience, currently with Edelman Financial Engines since 2026. He previously worked at Fisher Investments for eight years and held roles at Farmers Financial Solutions, Farmers Insurance, and Fidelity Investments. He is a managing member of The Cheerful Quill, a digital publishing and retail startup run by his wife, though he is not involved in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions focused on diversified model portfolios and long-term strategies.

Leslie Standridge is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across several Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its roles as a registered commodity pool operator, advisor to multiple investment companies, and for its use of AI and algorithmic methods in portfolio management.

Bradley Riche is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at APEX Supply Company and Best Buy, as well as time at American University. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Sylvia Beasley is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and StubHub. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by its in-house research and alternative investment offerings.

Megan Fehribach is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes multiple roles at TD Ameritrade and a longstanding position with The Janis Tarsha Trust since 2015. She is based in Westlake, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational platform across a large client base.

Matthew Rhoads is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and was previously with Merrill from 2014 to 2020. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a predominantly non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Isaac Elimian is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over a decade of experience in the financial services industry, having previously worked as a Portfolio Specialist and Workplace Planning Consultant at Fidelity Investments, as well as a Client Relationship Consultant at TIAA. Throughout his career, Isaac has focused on helping clients develop and implement tailored, comprehensive financial plans aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California.

Sivakumar Sitaraman is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Trillium Square Advisors, LLC and Prudential Advisors, as well as a long tenure at Verizon Communications. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Darrius Lee is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade and various positions outside the financial sector. Charles Schwab serves a large client base primarily comprising high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by an integrated service model.

Nathan Rogers is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including at Fresh Door Properties and Life Time Fitness. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios supported by centralized custody and operational infrastructure.

Bethany Huff is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Prosper Trading Academy, DoorDash, Talos Holdings, and Eagle Mountain Saginaw ISD. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and rigorous investment due diligence.

Kevin Cloud is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations. Before joining Fidelity, he worked in various roles including positions at ECI Software Solutions and Kayo Energy. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Haley Goodman is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she held positions at PACCAR Financial Corp. and Charles Schwab. Outside of her advisory role, she has worked with Wag! and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Brian Olson is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley Smith Barney since 2009, continuing with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.